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Weitz Large Cap Equity Fund - Investor Class (WVALX)

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60.82 +0.03 +0.05%

27/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 580.79M

Type: Fund

Market: United States

Issuer: Weitz

Asset Class: Equity

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WVALX Holdings

Comprehensive information about top holdings and Key Holding Information for the Weitz Value Investor (WVALX) fund. Our Weitz Value Investor portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.74	1.78	0.04
Stocks	98.26	98.26	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.44	19.91
Price to Book	3.06	3.85
Price to Sales	3.42	2.52
Price to Cash Flow	14.09	14.05
Dividend Yield	0.68	1.57
5 Years Earnings Growth	12.00	11.86

Sector Allocation

Name	Net %	Category Average
Technology	25.69	27.68
Financial Services	22.22	14.15
Industrials	15.35	9.82
Communication Services	12.66	8.18
Healthcare	11.69	13.32
Consumer Cyclical	6.26	10.12
Real Estate	3.48	2.41
Basic Materials	2.65	2.60

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 31

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway B	US0846707026	5.15	483.08	+0.94%
Danaher	US2358511028	4.92	238.83	+0.95%
Mastercard	US57636Q1040	4.88	532.38	+0.74%
Visa A	US92826C8394	4.86	314.70	+0.92%
Thermo Fisher Scientific	US8835561023	4.83	521.66	+1.69%
Global Payments	US37940X1028	4.53	119.38	+1.63%
Meta Platforms	US30303M1027	4.47	569.20	-0.76%
Aon	IE00BLP1HW54	4.41	393.31	+0.78%
Alphabet C	US02079K1079	4.26	170.82	+0.12%
Charter Communications	US16119P1084	3.71	389.81	-0.12%

Top Equity Funds by Weitz

Name	Total Assets	YTD%	3Y%	10Y%
Weitz Partners III Opportunity Inst	444.69M	14.29	1.32	5.55
Weitz Value Institutional	403.55M	11.56	4.26	9.80
Weitz Partners Value Institutional	372.71M	16.14	3.31	6.61
Weitz Partners Value Investor	247.48M	1.23	5.92	5.66
Weitz Balanced	51.45M	1.03	4.59	5.46

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Weitz Value Inves.	60.82	+0.03	+0.05%